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  1. Reporting | Budget Manager - Customise report layout

    214 votes

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    113 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    Jacqui Grace supported this idea  · 

  2. Customer Statements - Option to remove links to invoices

    149 votes

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    59 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

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    Jacqui Grace commented  · 

    Like at lot of the other comments, we use different software to raise out invoices, and what transfers to Xero is not what we want our clients to see.

    We are really disappointed that this has been forced onto us without the option to turn it off.

    Jacqui Grace supported this idea  ·